Position in DEO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,866
New position
Shares Held
73
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#627
of 717 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $14,847 across 2 Beverages - Wineries & Distilleries names. DEO ranks #2 (39.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-B |
Brown Forman Corp
|
336 | $8,981 | |
| 2 | DEO |
Diageo PLC
This page
|
73 | $5,866 |
All Filings in DEO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,866 | 73 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||